Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
465,253
-
Share change
-
-194,350
-
Total reported value
-
$34,391,629
-
Price per share
-
$73.98
-
Number of holders
-
21
-
Value change
-
-$13,775,452
-
Number of buys
-
5
-
Number of sells
-
14
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - 3YRTB ETF (ISHG) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
465,253 shares.
The largest 10 holders included
Checchi Capital Advisers, LLC, Plum Street Advisors, LLC, JANE STREET GROUP, LLC, Bulltick Wealth Management, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, McLean Asset Management Corp, Family Firm, Inc., AE Wealth Management LLC, and Royal Bank of Canada.
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.